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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,335 | $108,882-39.1% | $96,754-31.4% | $154,746-57.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 19.58% | 98.39%-78.8pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,931 | $3,018+30.2% | $2,679+46.7% | $4,379-10.2% |
| Participant deferral / active EE | $11,894 | $5,323+123.5% | $4,758+150.0% | $6,730+76.7% |
| Admin fee / account holder | $1,132 | $10,200-88.9% | $8,905-87.3% | $14,365-92.1% |